See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,511 | $57,281+49.3% | $86,612-1.3% | $75,163+13.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.53% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $5,843 | $2,314+152.5% | $3,022+93.3% | $2,670+118.9% |
| Participant deferral / active EE | $5,106 | $3,318+53.9% | $4,438+15.1% | $4,125+23.8% |
| Admin fee / account holder | $1,405 | $4,112-65.8% | $5,614-75.0% | $5,651-75.1% |